Leads come in after hours.
Your competitor calls back first.
Twenty production automation workflows for home services companies — roofing, HVAC, plumbing, electrical, remodeling and contracting. Every inquiry answered the moment it lands, follow-up that happens without anyone remembering, and one view of the whole pipeline.
No pitch. No pressure. Just a clear picture of where you stand.
You already know the problems. You just haven’t found the system that fixes them.
We go through a step-by-step consultation of your business, clearly define the problems, and provide viable solutions you can choose from.
- Leads come in after hours and sit until Monday while a competitor calls back in ten minutes
- You are the estimator, the sales lead, the crew manager and the customer contact, all at once
- Bids go out and disappear into silence, because nothing follows up
- You are switching between three or four platforms and still moving information by hand
- Revenue spikes in storm season and flattens when referrals slow, with no outreach engine to fill the gap
- You cannot confidently predict next month because you have no clear view of the pipeline
Strip away the tech talk, and it comes down to three things.
Strip away the tech talk and it comes down to three things.
The workflows that matter most for home services.
Sixty seconds each on what they actually do.
Workflow Problem — The fifth follow-up is the easiest thing in the day to skip, and it is usually the one that closes.
Workflow Solution — Verifies each new lead, sends a personal first email, follows up as many as four times, and drafts the replies for you to approve.
Workflow Problem — A lead that arrives on a Friday night looks identical to every other unread email by Monday.
Workflow Solution — Scores it 1-100 before anyone has read it, and alerts sales the moment one is worth calling tonight.
Workflow Problem — Nobody decides which leads deserve a call at four o'clock on a Friday, so in practice nobody decides at all.
Workflow Solution — Scores every lead into your CRM with the decision already made: a call booked, or a proper welcome.
Workflow Problem — The day disappears into the inbox in three-minute pieces you cannot account for afterwards.
Workflow Solution — Labels what actually matters and drafts the replies. It never sends on its own.
Workflow Problem — The difficult reviews sit longest, because nobody volunteers to write that reply.
Workflow Solution — Drafts every response in one consistent voice, waiting for your approval before it goes anywhere.
Workflow Problem — Posting consistently is easy for about three weeks.
Workflow Solution — Three posts a day in your voice, on your topics, published to LinkedIn and X for as long as you want it running.
Each one is connected to your systems, tuned to how you work, and run for you — you are hiring the outcome, not the software. See all 20 workflows →
The Contractor's Guide to Winning the Callback
Why the after-hours lead goes to your competitor, and the order to build the system that answers first.
I’m not consulting on crews and trucks. I’m consulting on business.
This one I have lived. I owned a heavy highway construction company and a home services business — I have written estimates by hand, chased adjusters for weeks, and watched good bids die because nobody followed up.
I’m Brian Summers, Chairman of The Summers Organization — a holding company with verticals in real estate, capital, forestry and land, and philanthropy. Companies I have owned outright before that:
- A lending company — loan origination all the way through servicing
- A brokerage for crude oil sales
- A heavy highway construction company
- A marketing company
- Real estate assets, the constant across all thirty years
Then I built my own company’s entire operating system with AI — seven live domains, 320 pages, 38 databases and 68 automations, in seven weeks. Not a case study I read. The thing I run my businesses on.
The Free 45-Minute Diagnostic
- We map your operation with you — how work comes in, how it moves, where it falls through
- We tell you honestly which of the 20 workflows would actually change your numbers
- You leave with a clear picture of where time and money are going — before anything is proposed
- No pitch on the first call. No homework on your end. We come prepared.
- 45 minutes on Zoom, scheduled on the hour
Verify us at thesummersaiconsulting.com
Ready to stop losing leads to whoever answers first?
Book the free 45-minute diagnostic. We map your operation with you — how leads come in, how jobs get dispatched, where things fall through.
Book the Free Diagnostic